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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $169M AUM 228 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 20 Added 29 Reduced 49 Exited
Page 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EEM ISHARES TR 742.0 $42K 0.03% $56.60 +20.8%
82 ISHARES TR 880.0 $40K 0.02% $45.45
83 TSLA TESLA INC Consumer Cyclical 102.0 $37K 0.02% $362.75 +19.5%
84 IWM ISHARES TR 150.0 $37K 0.02% $246.67 +17.8%
85 CSCO CISCO SYS INC Technology 481.0 $37K 0.02% $76.92 +53.8%
86 PSX PHILLIPS 66 Energy 200.0 $36K 0.02% $180.00 -3.4%
87 ECL ECOLAB INC Basic Materials 135.0 $35K 0.02% $259.26 -1.9%
88 IEF ISHARES TR 346.0 $33K 0.02% NEW $95.38 -1.1%
89 WBD WARNER BROS DISCOVERY INC Communication Services 1,152.0 $31K 0.02% $26.91 +0.3%
90 PG PROCTER & GAMBLE CO Consumer Defensive 203.0 $29K 0.02% $142.86 +0.1%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 60.0 $29K 0.02% $483.33 -7.2%
92 TFC TRUIST FINL CORP Financial Services 600.0 $27K 0.02% $45.00 +8.2%
93 HIG HARTFORD INSURANCE GROUP INC Financial Services 200.0 $27K 0.02% $135.00 +0.3%
94 MA MASTERCARD INCORPORATED Financial Services 54.0 $26K 0.01% -5.0 -8.5% $481.48 +2.4%
95 HD HOME DEPOT INC Consumer Cyclical 80.0 $26K 0.01% $325.00 -4.4%
96 VB VANGUARD INDEX FDS 97.0 $25K 0.01% $257.73 +13.6%
97 BMY BRISTOL-MYERS SQUIBB CO Healthcare 400.0 $24K 0.01% $60.00 -3.3%
98 PFE PFIZER INC Healthcare 880.0 $24K 0.01% $27.27 -5.2%
99 ESGV VANGUARD WORLD FD 200.0 $22K 0.01% $110.00 +20.5%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 418.0 $20K 0.01% $47.85 +1.4%
Page 5 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Communication Services 17.9%
Healthcare 11.4%
Consumer Cyclical 8.1%
Financial Services 6.8%
Industrials 5.4%
Energy 4.8%
Utilities 2.9%
Consumer Defensive 2.1%
Basic Materials 0.8%